Task board

Task boards are Kanban boards for task management. You will find them under Task board in the sidebar. The overview page shows all your boards — both private boards and shared boards — and lets you create new ones. You open a board to work with the cards (tasks), which are arranged in columns that you set up yourself to match your workflow. Use task boards when you want to follow tasks through stages such as “To do”, “In progress” and “Done”, assign work to staff and keep track of sub-tasks with checklists.

Task board overview page. At the top is the heading “Task board” and the Create new board button. Below it are four statistics tiles: Total boards, Private boards, Shared boards and Active tasks. The boards themselves are shown as a grid of cards. Each card shows the board name, a “Private” badge if it is a private board, the description (or “No description”), the board owner (with a gold crown), the members (as round initials) and the “Created:” date. Click the card to open the board, or click Edit at the bottom of the card to change its basic settings. If no boards are found, “No task boards found” is shown together with the Create your first board button.

Opening a board. Click the board's card to open the Kanban view. At the top is the Back button (back to the overview), the board name, a colour badge, a “Private” badge where applicable, and the board description below. On the right are three buttons: Pin to quick menu (pins the board to the quick links in the sidebar), Members (opens the members dialog) and Add column (creates a new column). The board itself is a row of columns that you can scroll through horizontally.

Columns. Each column represents a stage in the workflow. At the top of a column is its name, and the blue number shows how many cards are in the column. Next to it are a pencil icon (rename the column) and a bin icon (delete the column). At the bottom is the Add card button for creating a new card in the column. The columns are not fixed — you set them up yourself to suit your workflow.

Cards (tasks). Cards appear in the columns and show the title, a short description (up to two lines), a priority badge (coloured by priority), the due date if one is set, labels and the round initials of the people the task is assigned to. The left edge of the card is coloured by priority. Click a card to open it and edit all of its details.

Checklist. A Checklist section is available in both the “Create new card” and “Edit card” dialogs. When you create a card, the items are collected as a draft and saved, in order, as soon as the card is created; if saving them fails, the card is still created and you get a warning. There you can break the task down into smaller items. The heading shows the proportion of completed items (e.g. “3/5 done”). To add an item, type text in the Add item… field and press Enter or click the plus icon. You can assign each item to an employee with the Assign tag. Tick an item to mark it as done — it then shows who completed it and when (“Checked by …”). Each item also shows “Created by …”. The bin icon deletes an item after confirmation (“Delete item?”).

Comments. At the bottom of the card dialog is a comment thread (when creating a card, the comment is saved as soon as the card is created) under the heading “Comments (n)”. Type in the “Write a comment… (use @ to tag)” field and click Add comment (or press Ctrl+Enter). You can tag colleagues with @ — they receive a notification. Each comment shows the author, the date and how long ago it was posted. Only the author of a comment can delete it.

Board members. Click Members in the header to open the “Board members” dialog. There you can see everyone who has access to the board together with their role. To add a new member, select a user from the dropdown, choose a role (Admin, Member or Viewer) and click Add (“Member added”). You can change each member's role directly in the list and remove a member with the bin icon (“Remove member?”). The owner (OWNER) cannot be removed.